随着USDC母公司 $CRCL 上市
这两天大家对稳定币的讨论越来越多
从规模上看 $USDT 是 $USDC 的2.5 倍以上
Circle的盈利能力目前也远低于Tether
但从USDC的发展战略来看
他们选择了一条正确且长期的路线
主动退出Tron并选择在美股上市
可以看出Circle是主动放弃了“地下经济”
USDC的定位就是做合法合规的稳定币
短期内Circle的盈利肯定比不上Tether
但从此之后两家稳定币也被定义了:
USDT=地下经济,USDC=阳光经济
Circle和Coinbase想要的就是这种“定义”
未来会有越来越多的正规金融、国际贸易等
选择USDC,而陆续放弃USDT
如果把USDT/USDC比作太极
目前USDT(黑色)更胜一筹
迟早USDC(白色)会反超
个人判断 $CRCL 的市值会在比特币下次减半时(2028年)达到1000亿美金
至于川普家那个$USD1
就是个美国版的“雄安新区”

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